Company lists · Data refreshed September 2026

Top 23 Investment advisory platforms based in Portland, United States

Name: Investment advisory platforms based in Portland, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 37 companies tracked

RevenueBase identified 37 investment advisory platforms headquartered in Portland, United States as of September 2026 and tracks 231 professional contacts across them, including 143 with verified work emails. New York is the largest hub.

This list covers investment advisory platforms headquartered in Portland, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 4, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

37Companies

231Contacts tracked

143Verified emails

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The 23 largest investment advisory platforms based in Portland, United States

Ranked by team size

Top 23 of 37 investment advisory platforms based in Portland, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Vista Capital PartnersPartial evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	11-50	44
	“Vista Capital Partners is an employee-owned wealth management firm guided by a clear and simple belief: tuning out the noise of Wall Street is the surest path to investment…” Source: company website · checked Sep 4, 2026
2	Phillips And Company Wealth StrategiesStrong evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	11-50	18
	“Founded by Tim Phillips, Phillips & Company is an independent, SEC-registered investment advisory firm, serving over clients nationwide.” Source: company website · checked Sep 4, 2026
3	OLD Port Advisors Est. 1994Strong evidence	Portland, ME, United StatesHQ checked Sep 4, 2026	11-50	13
	“Old Port Advisors, founded in 1994 and registered with the United States Securities and Exchange Commission under the Investment Advisors Act of 1940, has been specifically…” Source: company website · checked Sep 4, 2026
4	Headinvest LLCPartial evidence	Portland, ME, United StatesHQ checked Sep 4, 2026	11-50	13
	“HEADINVEST LLC is an investment management company based out of 7 CUSTOM HOUSE 4TH FL, PORTLAND, Maine, United States.” Source: company website · checked Sep 4, 2026
5	Cordant Wealth PartnersIndirect evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	1-10	8
	“At Cordant Wealth, we specialize in comprehensive wealth management for busy professionals, with a focus on Intel employees.” Source: company website · checked Sep 4, 2026
6	Bigelow Investment Advisors, LLCStrong evidence	Portland, ME, United StatesHQ checked Sep 4, 2026	11-50	8
	“Bigelow Investment Advisors, LLC is an investment management and financial planning firm headquartered in Portland, Maine.” Source: company website · checked Sep 4, 2026
7	Encompass Wealth Advisors, LLCStrong evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	1-10	8
	“Encompass Wealth Advisors is an independent Registered Investment Advisor full service financial advisory firm.” Source: company website · checked Sep 4, 2026
8	Cedar Mountain Advisors, LLCStrong evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	11-50	7
	“Cedar Mountain Advisors, LLC is a Portland based, SEC Registered Investment Advisory firm providing customized asset management, and comprehensive wealth planning, to Northwest…” Source: company website · checked Sep 4, 2026
9	Sloy Dahl & Holst INCStrong evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	1-10	7
	“We are a full-service registered investment advisory firm.” Source: company website · checked Sep 4, 2026
10	Quest Investment Management, LLCStrong evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	11-50	7
	“Quest Investment Management, LLC is a Registered Investment Advisory firm located in Portland, Oregon” Source: company website · checked Sep 4, 2026
11	Mill Street Financial, LLCIndirect evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	11-50	4
	“At Mill Street Financial, we get it.” Source: company website · checked Sep 4, 2026
12	Daybreak Financial PartnersIndirect evidence	Portland, ME, United StatesHQ checked Sep 4, 2026	1-10	4
	“Daybreak Financial Partners-partnering with one another to best partner with you.” Source: company website · checked Sep 4, 2026
13	Defined Wealth ManagementStrong evidence	Portland, United StatesHQ checked Sep 4, 2026	1-10	4
	“Investment advisory services offered through Defined Wealth Management, a Registered Investment Advisor with the U.S.” Source: company website · checked Sep 4, 2026
14	Summit Advisors NWIndirect evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	1-10	4
	“Rely on our training, rigorous certifications and 70+ years of combined real-life experience working with people like you – people looking for balance and a partner for their…” Source: company website · checked Sep 4, 2026
15	Peregrine Asset AdvisersIndirect evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	1-10	2
	“Peregrine Asset Advisers helps people to grow their assets to become financially independent in order to meet their needs, interests and commitments.” Source: company website · checked Sep 4, 2026
16	Blue River Capital Management, LLCStrong evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	1-10	2
	“Blue River Capital Management is a registered investment advisor serving clients in all of life's stages.” Source: company website · checked Sep 4, 2026
17	Continuity Wealth ManagementIndirect evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	1-10	2
	“Guided by integrity, excellence, collaboration, and a service mindset, we prioritize your best interests and strive to deliver exceptional service.” Source: company website · checked Sep 4, 2026
18	AlqymiPartial evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	1-10	2
	“Wealth Transformed ALQYMI® is a software development company focused on creating proprietary solutions that unleash the true power of wealth for financial advisors and their…” Source: company website · checked Sep 4, 2026
19	August Wealth Management, LLCStrong evidence	Portland, ME, United StatesHQ checked Sep 4, 2026	1-10	1
	“August Wealth Management is a registered investment advisory firm based in Portland, Maine.” Source: company website · checked Sep 4, 2026
20	PatternStrong evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	1-10	1
	“A modern financial membership that combines access to a personal financial advisory team with a powerful robo-platform.” Source: company website · checked Sep 4, 2026
21	Emery Foley Investment Management Of LPL FinancialPartial evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	1-10	1
	“Whether your dreams take you far from home or involve building a new one, the team at Emery Foley Investment Management is here to help you pursue them.” Source: company website · checked Sep 4, 2026
22	CLS Financial Advisors, INCStrong evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	1-10	1
	“A financial advisor should do more than just manage your investment portfolio: at CLS Financial, we are focused on your entire life, providing holistic and proactive financial…” Source: company website · checked Sep 4, 2026
23	Arcadia Investment Advisors, LLCIndirect evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	1-10	1
	Source: company website · checked Sep 4, 2026

Showing 23 of 37 investment advisory platforms based in Portland, United States

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Investment advisory platforms based in Portland, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 243 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Portland, over 37 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Portland, United States whose own description of what they do matches “investment advisory platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment advisory platforms, and records with no verified work email. Companies headquartered outside Portland are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 143 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 4, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment advisory platforms by metro in the United States

Frequently asked

How many investment advisory platforms are there based in Portland, United States?

RevenueBase identified 37 investment advisory platforms headquartered in Portland, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Vista Capital Partners, headquartered in Portland, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

New York leads with 243 headquartered companies, followed by San Francisco (99) and Chicago (90).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 143 verified decision-maker contacts tracked across these 37 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 4, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.